Jeremy James Burton
Investment adviser representative at Private Client Services, LLC
25 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Private Client Services, LLCFeb 2021 to now
- Raymond James & Associates, IncMay 2018 to Jan 2021
- Raymond James Financial Services Advisors, IncMay 2018 to Jan 2021
- Raymond James Financial Services, Inc.May 2018 to Jan 2021
- Sii Investments, Inc.Sep 2001 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CO).
Private Client Services, LLC
$1.4BAssets managed
8,765Clients
64Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4249224
- Firm CRD
- 120222